Why Understanding Client Behaviour Can Strengthen Your Practice

By AGF Management Limited

Learn about the five skills needed to best serve today’s clients.

As we enter a new era — one of insight — clients seek meaning, and successful advisors will be those who help clients find that meaning. In this video, you’ll learn about the five skills needed to best serve today’s meaning-seeking clients, as well as actionable tips to implement immediately, including ways to reveal clients’ motivations and behavioural patterns. The skills presented are synthesized in a structured process you can use to achieve greater client connection and loyalty, and ultimately help clients understand and reach their goals.

Sara Gilbert is a credentialed business coach with wealth management designations and certification in neuro-linguistic programming. She helps service-based entrepreneurs transform their businesses by helping them develop a growth mindset, implement efficient processes and execute effective marketing strategies.

Please note that credits are pending accreditation for this course. We are applying for 1.0 hour of accreditation each from IIROC (Cycle 9), FP Canada and the Alberta Insurance Council.

Why Understanding Client Behaviour Can Strengthen Your Practice

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Practice Management Credits

1.00

Financial Planning

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Product Knowledge Credits

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Professional Responsibility Credits

--

Course Type:

Video

Passing Grade:

9/12 (75%)

Categories:

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER